Carry case resolution signals from Slack to Dynamics 365
Once a team confirms that an issue is resolved in Slack, a reaction can prompt Notis to update the corresponding Dynamics 365 case.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Resolved issues can remain open in the CRM when the status change is left for later.
- Reduce lingering case records after resolution.
- Turn a clear team signal into CRM follow-through.
- Keep case tracking closer to the latest conversation.
Setup
Build it in a few focused steps.
- 1Connect Slack and Dynamics 365 to Notis once through the portal.
- 2Create an automation and instruct Notis in plain language which reaction means resolved and how to identify and update the matching case.
- 3Choose Slack Message Reaction Added, set a channel for run reports, and test with a real resolved issue thread.
Questions about this workflow
What needs to be in the Slack message?
Include enough context for Notis to identify the case and understand that the team has confirmed resolution.
Can I use an emoji for the resolution signal?
Yes. The reaction trigger supports optional filtering by emoji and channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dynamics365. A trigger fires from one place; an action lands in another.
Slack triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Slack and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.